Position in YUM
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,232,520
+$33,770 QoQ
Shares Held
7,710
0.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#521
of 1,431 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in YUM Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026Choate Investment Advisors holds $8,563,437 across 6 Restaurants names. YUM ranks #2 (14.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
20,733 | $5,604,337 | |
| 2 | YUM |
Yum Brands Inc
This page
|
7,710 | $1,232,520 | |
| 3 | CMG |
Chipotle Mexican Grill Inc
|
20,696 | $703,664 | |
| 4 | YUMC |
Yum China Holdings, Inc.
|
8,920 | $364,560 | |
| 5 | SBUX |
Starbucks Corp
|
3,475 | $355,110 | |
| 6 | DRI |
Darden Restaurants Inc
|
1,472 | $303,246 |
All Filings in YUM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,232,520 | 7,710 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $1,198,750 | 7,710 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,189,060 | 7,860 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $1,349,760 | 8,880 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,319,394 | 8,904 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,401,290 | 8,905 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,186,242 | 8,842 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $1,219,528 | 8,729 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,174,257 | 8,865 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $1,244,938 | 8,979 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $1,213,047 | 9,284 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,159,193 | 9,278 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $1,201,505 | 8,672 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $1,100,358 | 8,331 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,067,034 | 8,331 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $897,828 | 8,443 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $958,364 | 8,443 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $1,002,171 | 8,455 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $1,174,061 | 8,455 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $1,035,598 | 8,467 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $973,959 | 8,467 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $972,430 | 8,989 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $982,359 | 9,049 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $848,450 | 9,293 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $807,654 | 9,293 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $634,793 | 9,263 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||